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Brokerage Operations Analyst

2 months ago

fort mill, United States TalentBridge Full time

Overview: We seek a dedicated Managed Accounts Specialist to provide essential operational and service support for our Centrally Managed Platforms. In this role, you will work closely with Financial Advisors, their assistants, and internal Service Associates to make sure that advisor-driven requests are handled with precision and communicated to the Overlay Manager accurately and promptly.

Key Responsibilities:

  • Deliver exceptional operational support for Centrally Managed Platforms.
  • Ensure that all advisor-driven requests are in good order and efficiently relayed to the Overlay Manager.
  • Understand and manage the operational aspects, risks, and fees associated with various financial products.
  • Conduct thorough research and coordinate with multiple operations departments to resolve inquiries.
  • Excel in a fast-paced environment, maintaining attention to detail even under pressure.
  • Uphold a strong commitment to delivering extraordinary service to both internal and external stakeholders.

Qualifications & Skills:

  • Minimum of 1 year of experience in operations and customer service within the financial services industry.
  • Proficiency in Microsoft Office, with a strong emphasis on Excel.
  • Reliable and consistent access to a stable internet connection.
  • Exceptional written and verbal communication skills.
  • Strong problem-solving and analytical abilities.
  • Ability to work independently and as part of a team.
  • Capability to perform under pressure and meet deadlines.
  • Bachelor’s degree or equivalent experience preferred.
  • Knowledge of financial markets and platforms, including Beta, Siebel, and Documentum, is highly desirable.

Ideal Candidate: The ideal candidate is detail-oriented, thrives in a fast-paced setting, and is committed to delivering exceptional service. They possess a deep understanding of financial products and operations, and they can effectively manage inquiries with precision and care.